Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,219
Closed -$212K 342
2023
Q4
$212K Sell
5,219
-1,446
-22% -$58.6K 0.03% 309
2023
Q3
$263K Buy
6,665
+7
+0.1% +$276 0.04% 290
2023
Q2
$264K Buy
6,658
+60
+0.9% +$2.38K 0.04% 302
2023
Q1
$225K Buy
+6,598
New +$225K 0.04% 317